+338.3%
SU vs FND
-63.3%
+401.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +2.2% | -5.8% | +8.0% | +2.5% |
| 30D | +8.4% | -20.2% | +28.6% | +9.7% |
| 3M | +12.1% | -12.0% | +24.0% | +12.4% |
| 6M | +19.7% | -18.5% | +38.2% | +20.6% |
| YTD | +58.4% | -22.3% | +80.7% | +59.9% |
| 1Y | +67.2% | -47.6% | +114.9% | +75.8% |
| 3Y | +125.0% | -49.8% | +174.8% | +132.2% |
| All | +338.3% | -63.3% | +401.6% | +364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling